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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,076 | $122,258-98.3% | $199,883-99.0% | $64,097-96.8% |
| Participation rate | 50.9% | 79.0%-28.1pp | 86.8%-35.8pp | 55.2%-4.3pp |
| Annual return | 7.50% | 24.91%-17.4pp | 43.81%-36.3pp | 34.64%-27.1pp |
| Employer contribution / active EE | $0 | $4,242-100.0% | $6,261-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $685 | $6,258-89.0% | $9,138-92.5% | $3,080-77.7% |
| Admin fee / account holder | $1,503 | $3,882-61.3% | $17,268-91.3% | $3,454-56.5% |